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SUPV, FINANCIAL SERVICES
Job Title: SUPV, FINANCIAL SERVICES
Job Code: 0317
FLSA: N
Job Level: 09
Revised Date: 03/20/2024
Job Family: JF 03
Occupational Summary
Supervise activities related to member service and teller functions of the Duke University Federal Credit Union within established policy to ensure the provision of effective and efficient member services.
Work Performed
Supervise personnel in accordance with policies adopted by the CEO and the Board of Directors in compliance with all applicable laws governing federally chartered credit unions.
Insure that the needs of the membership are met by staff, and that member requests are processed in a timely manner in accordance with credit union policies and procedures.
Provide accurate and detailed information to credit union members concerning credit union services and policies.
Act as the personal image of the credit union by greeting members either in person or by telephone, in a warm, courteous manner, so as to promote good will among them.
Responsible for the general control and administration of assigned personnel within established policy.
Insure assigned personnel understand and accept the responsibilities and authorities described in their job descriptions.
Oversees implementation and coordination of new services and programs.
Supervise and develop assigned personnel while maintaining good employee morale.
Appraise the performance of assigned personnel according to personnel policy schedules and with the approval of the Member Services Officer. Recommend salary increases, as deemed appropriate, within budgetary limitations and University pay plan.
Train departmental personnel.
Reinforce development of a sales culture and oversee cross-selling of credit union services to membership.
Oversee returned deposited cash items from Teller Area and complete and submit forms to the proper authorities.
Report to IRS and maintain file on cash items deposited or withdrawn in amounts exceeding $10,000.
Oversee daily transaction documentation and retention of said documentation.
Order vault cash from Federal Reserve and maintain cash in vault as well as cash in cash dispensing machines.
Assist with collection of bad checks deposited through the Teller Area, POS disputes, and charged off accounts.
Operate and maintain a working knowledge of the data processing system as it relates to the daily operations of the credit union.
Perform other related duties incidental to the work- described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires knowledge, skills, and abilities normally acquired through completion of a Bachelors degree.
Experience
Work requires 2 years of experience in Credit Union lending or related field.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
